September 24th, 2019 | New York, NY | Attend the 2nd annual event celebrating diversity and inclusion as we honor individuals and organizations who are leading this important initiative in the industry.

Results for
"charitable giving"

Growing up in Detroit in the 1960s and 1970s, and then returning there for visits today, feels like a tale of two cities. In my childhood, relatives and neighbors were employed in blue-collar jobs. Working hard, they earned enough to own their...

Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to...

Wall Street's do-good investment boom is finally taking notice of the credit markets. Sustainable investment assets grew 37% last year, according to Bloomberg data, but the majority of those funds focus on stocks. That's leading to some awkward...

Financial adviser​ Randy Kaufman once worked with an artist making a generous bequest to a midwestern university. The university wanted to put her name on a building as a recruitment tool. The painter wanted to stay in the background. "I had...

Fifteen advisers and six companies have been named as finalists for the 12th annual Invest in Others Awards. The Invest in Others Charitable Foundation honors financial advisers and firms that have demonstrated commitment to their communities...

Sometimes an inheritance is more about the legacy than the assets being passed down, and sometimes it's a little bit of both. Enter the ethical will, which is also known as a "legacy letter" or "living legacy" by financial advisers helping their...

A large majority of affluent millennials (77%) and Generation X investors (72%) have made an impact investment, according to a study from Fidelity Charitable, an independent public charity. This compares with just 30% of affluent donors from...

The spirit of giving appears to have enjoyed a short-term boost thanks to a confluence of factors, including December's tax-reform package. Grants from donor-advised funds — which allow account holders to receive a tax deduction immediately,...

Boomer business owners are reaching an age at which they must exit the business and move into what used to be called "retirement." But many such boomers are still energetic and eager to put their money and their talent to work post-exit. As...

Three of America's most discreet billionaire philanthropists have emerged as the biggest donors to the Goldman Sachs Philanthropy Fund after the IRS accidentally revealed their identities. A filing shows that former Microsoft CEO Steve Ballmer...

With all the changes to the rules regarding tax deductions included in the most recent tax reform act, taxpayers and their advisers are looking for ways to recapture some of the tax benefits that were lost. It could be that the best strategy...

There's both good news and bad for financial advisers in the new tax law: While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies...

With Congress passing the most sweeping tax law changes in a generation, the three major providers of donor-advised funds — Charles Schwab & Co. Inc., The Vanguard Group Inc. and Fidelity Charitable — report a high volume of new accounts,...

Capitalism is one of the greatest things that ever happened to America. This isn't just an idle thought for me. It's why we at Stephens launched the ongoing This Is Capitalism multimedia experience two years ago. Yet many Americans, including...

The tax code provides high-net-worth charitable donors with strategic opportunities to make their philanthropic activities go further. Opportunities also exist that can minimize their income and estate and gift tax liabilities, increase the...

The battle over tax reform in Washington has not been lost on financial advisers and investors looking to take advantage of existing charitable-giving rules. Kim Laughton, president of Schwab Charitable, said assets in donor-advised funds are...

To enter the philanthropic planning space successfully, know that it is all about questions and conversations, rather than about expertise and answers. You become a resource for the client as he or she explores issues of great importance. From...

2017 may well be a record breaking year for philanthropy in the United States. Three significant contributing factors—strong markets, possible tax reform, and increased support for disaster relief and recovery—suggest that now may be an...

Betterment plans to digitize yet another value proposition of traditional advisers, this time setting its robo-sights on charitable giving. A new feature from the digital adviser, aptly named Betterment Charitable Giving, lets investors donate...

This won't be your father's tax reform process – and it may not be the one your business needs either. That's because it might take away investment advisers' number one secret weapon for building strong relationships with their clients –...

Most popular

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors.
So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.